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Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,731 | $154,193-88.5% | $130,045-86.4% | $139,466-87.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 26.46% | 32.51%-6.1pp | -137.30%+163.8pp | 373.66%-347.2pp |
| Employer contribution / active EE | $3,975 | $5,292-24.9% | $4,321-8.0% | $4,754-16.4% |
| Participant deferral / active EE | $10,807 | $6,709+61.1% | $5,820+85.7% | $6,712+61.0% |
| Admin fee / account holder | $0 | $13,989-100.0% | $10,600-100.0% | $11,409-100.0% |